Suzette Porter is a financial advisor with Capstar Financial Services LLC in Austin, TX, holding a Series 65 designation and 16 years of industry experience. Her prior work includes roles at Fidelity Bank and Global Financial Private Capital, LLC. She serves as a finance committee member and volunteer at Live Austin Church. Capstar Financial Services LLC provides portfolio management, financial planning, and third-party manager selection for individual, high-net-worth, and small business clients. The firm uses both modern portfolio theory and technical analysis to construct portfolios and offers client education through seminars and workshops.

Timothy Sittler is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Planning Works Advisory, Inc. in Austin, TX. His prior experience includes roles at UBS Financial Services Inc., P1 Capital LLC, Waterloo Capital Management, LLC, and Calton & Associates, Inc. He is also a self-employed independent insurance agent. Planning Works Advisory serves individuals, families, trusts, pension and profit-sharing plans, and business clients, providing portfolio management, financial planning, and retirement-plan advisory services. The firm employs an investment approach based on modern portfolio theory, global diversification, and fundamental security analysis, managing approximately $178.5 million for around 122 clients.

Roger Brooks is a financial advisor with Strategic Investment Management in Round Rock, TX, holding a Series 63 designation and 22 years of industry experience. He has been with Strategic Investment Management since 2014. Strategic Investment Management serves individual clients, pension and profit-sharing plans, trusts, estates, and corporate clients by providing discretionary portfolio management and comprehensive financial advice. The firm employs active asset management with a focus on fundamental analysis, managing portfolios on a discretionary basis within the parameters set by an affiliated investment committee.

Kory Labarga is a financial advisor at Financial Celebrations Advisory with six years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial LLC and Financial Celebrations for ten years. Outside of his advisory role, he is an author and publishes novelettes. Financial Celebrations Advisory offers asset management and investment consulting to individuals, trusts, pension plans, and business entities. The firm uses a blend of fundamental, technical, and cyclical analysis, focusing on ETFs and mutual funds while employing both short- and long-term trading strategies.

Justin Fort is a CFP® with 14 years of industry experience and is affiliated with Fort Advisors Inc in Austin, TX. He has held advisory roles at Fort Advisors since 2019 and at Fort Wealth Management since 2014. In addition to his advisory work, he is a principal and agent at Amicord LLC, a non-investment-related insurance agency. Fort Advisors serves individual and high-net-worth clients with discretionary and non-discretionary asset management and financial planning, while also conducting due diligence and monitoring for private investment fund opportunities. The firm employs multiple investment methods and commonly recommends third-party money managers, acting as the primary adviser for clients’ portfolios.

Bryan Hasling is a CFP® professional with 11 years of experience in financial advising. He is currently with Modern Financial Planning, where he has worked since 2023. Prior to this, he was with Lodestar Private Asset Management LLC from 2020 to 2023 and JW Harrison Financial Advisors from 2014 to 2020. Bryan holds a minority ownership stake in Lodestar Private Asset Management, which he plans to divest by the end of 2023. Modern Financial Planning provides investment management and comprehensive financial planning primarily to individual clients, including high-net-worth individuals. The firm follows a long-term, passive investment approach based on Modern Portfolio Theory, combining discretionary portfolio management with written financial plans.

Christopher Larochelle is a CFP® with 21 years of industry experience, currently serving as a financial advisor at RIA Wealth Advisors, LLC in Round Rock, TX. His prior experience includes roles at Arkadios Capital, DFPG Investments, Inc., and First Allied Advisory Services, INC. In addition to his advisory work, he operates Advanced Wealth Strategies Group, focusing on client financial planning and securities sales. RIA Wealth Advisors provides fee-based investment management and financial planning primarily for individual and high-net-worth clients. The firm emphasizes strategic asset allocation with a core of passive index funds and ETFs, complemented by selective active management and global diversification.

Ethan Kok is a CFP® and Series 65-licensed advisor with five years of industry experience, currently practicing at Sage Wealth Planning. Prior to joining Sage Wealth Planning in 2021, he spent five years at Dow Chemical Company. Outside of his advisory role, he invests personal capital in small multi-unit real estate buildings and assists in property management. Sage Wealth Planning provides discretionary and non-discretionary investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, and retirement plans. The firm employs primarily passive, risk-based, diversified portfolios with occasional active management and serves clients without a minimum account size requirement.

Michael Troxell is a Series 65 licensed advisor with Modern Financial Planning in Georgetown, TX, where he has worked since 2018. He has seven years of industry experience and previously worked at Wetherby Asset Management. In addition to his advisory role, he operates a separate tax preparation business as a sole proprietor. Modern Financial Planning provides investment management and comprehensive financial planning primarily to individual and high-net-worth clients. The firm uses a long-term, passive investment approach grounded in Modern Portfolio Theory, combining discretionary portfolio management with written financial plans.

John Hickey is a CFP® certificant with one year of experience at Ubequity Wealth Management, LLC. His prior work includes roles in golf club operations and property services. Ubequity Wealth Management serves individuals, charitable organizations, employer plan sponsors, and small businesses, offering discretionary investment management alongside comprehensive financial planning. The firm employs a Modern Portfolio Theory-based approach that blends passive index funds with active manager selections and provides specialized stock-compensation planning for executives.

Jack Switzer is a financial advisor at Planning Works Advisory, Inc. in Austin, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Planning Works Advisory, he worked at J.B. Hunt Transport, Pam Transport Inc., and Fastenal Company. He is also an employee of Planning Works, Inc., a related entity that provides accounting and tax services. Planning Works Advisory serves individuals, high-net-worth households, trusts, estates, pension and profit-sharing plans, and small businesses with portfolio management, financial planning, and retirement plan services. The firm employs a modern portfolio theory approach to build globally diversified portfolios tailored to client risk profiles, utilizing mutual funds, ETFs, and a range of trading strategies.

Scott Hamilton is a CFP® with 15 years of experience in financial advising and has been with Hamilton Financial Planning LLC since 2013. He is the managing member of his firm and also serves as president of a real estate investment company. Hamilton Financial Planning LLC serves individual investors, high-net-worth clients, and small businesses by offering wealth management, financial planning, tax preparation, and guidance on third-party money managers. The firm uses fundamental analysis and modern portfolio theory to create customized asset-allocation plans and integrates tax services into its advisory offering.

Scott Goeke is a financial advisor with Growth Horizons Wealth Management LLC, holding a Series 65 designation and starting his advisory career in 2026. Prior to entering the financial industry, he worked at Samsung Electronics America, Amazon, and Microsoft. Growth Horizons Wealth Management provides discretionary investment management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a combination of asset allocation, passive and active strategies, third-party platforms, and tax-aware rebalancing to manage client portfolios.

Raymond Massey is a financial advisor at ATX Financial Planning, LLC with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has a background that includes roles at Legacy One Financial Advisors and Commonwealth Financial Network. Massey is also an attorney with his own law practice focused primarily on estate planning and is involved in coaching attorneys through his Legalorian LLC ventures. ATX Financial Planning serves individual and high-net-worth clients with discretionary portfolio management and retirement-plan advisory services, managing approximately $140 million across 150 client relationships. The firm employs a mix of long- and short-term investment strategies, including equities, structured-outcome ETFs, commodities, and cryptocurrency-tracking ETFs, and offers proprietary leveraged strategies with performance-based fees for qualified clients.

Bryan Bourgeois is a financial advisor with Shorebreak Capital, LLC in Austin, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at firms including Workman Securities Corporation and Blue Pacific Wealth Management. Outside of advisory roles, he is involved in commercial real estate brokerage and is engaged with Blue Ventures, LLC, a company focused on medical equipment patenting, design, production, and marketing. Shorebreak Capital provides fee-based financial planning and portfolio management to individual investors, trusts, estates, retirement plans, charitable organizations, and closely held businesses. The firm employs a risk-calibrated model approach with actively managed portfolios, using a variety of investment vehicles including ETFs, mutual funds, individual securities, options, and alternative credit and real estate funds.

Michael Turner is a financial advisor with Turner Capital Investments, LLC, holding a Series 65 designation and 18 years of industry experience. He has been with Turner Capital Investments since 2007 and also leads Turner Trends, Inc., a role he has held since 1997. Outside of his advisory work, he serves as president of Turner Enterprises, Inc., where he is involved in software design architecture related to technical signals. Turner Capital Investments provides discretionary investment management primarily to affluent individuals and business entities. The firm offers a selection of actively managed, market-directional strategies based on technical algorithms, momentum, and trend signals, utilizing stocks, ETFs, and related derivatives with documented risk controls and ongoing volatility monitoring.

Bradley Reddin is a financial advisor at Dean Wealth Partners, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments and Ernst & Young. His background also includes roles outside finance, such as involvement with the American Red Cross Central Texas Chapter and St. Francis School. Dean Wealth Partners provides investment advisory and financial planning services to individuals, trusts, estates, and business entities. The firm employs proprietary asset-allocation models and a blend of quantitative, fundamental, and technical analysis to manage portfolios, offering services that include fixed-income management, options and margin transactions, and integrated planning for retirement, estate, education, and tax matters.

Julia Lorenz Olson is a CFP® and Series 65-registered advisor with one year of experience, currently serving clients at Solstice Wealth in Austin, TX. She previously worked at The Art of Finance for nine years and Legacy Mutual Mortgage for three years. Solstice Wealth provides investment management and comprehensive financial planning to individual and high-net-worth clients, managing approximately $53 million. The firm uses a primarily passive investment approach built with index mutual funds and ETFs, offering tailored portfolios and continuous advice while clients or outside managers retain final trading authority.

Philip Olson is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Solstice Wealth in Austin, TX. His prior work includes roles at The Art of Finance, LLC, Ameritas Investment Company, LLC, and New England Securities. Solstice Wealth provides investment management and comprehensive financial planning to individual and high-net-worth clients, managing approximately $53 million. The firm employs a primarily passive investment approach using index mutual funds and ETFs, offering tailored portfolios and ongoing planning across retirement, tax, estate, cash-flow, and insurance topics, with most assets managed on a non-discretionary basis.

Simone Vannoy is a financial advisor at Vannoy Advisory Group, Inc. in Austin, TX, holding a Series 65 designation with 17 years of industry experience. She has been with Vannoy Advisory Group since 2008. Vannoy Advisory Group serves individuals, high-net-worth clients, families, and other entities with financial planning and discretionary investment management. The firm uses a long-term, buy-and-hold strategy focused on diversified, low-cost funds and provides customized plans along with ongoing client communication through an online portal and regular reviews.